Active funds or Passive funds do not matter; Have you got the basics right?
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- Опубліковано 15 сер 2023
- Watch the "Basics of portfolio construction: A guide for beginners"
freefincal.com/basics-of-port...
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Really missed your videos, great to see you back and looking forward to more updates from you. Keep well.
With your videos and course i have done my 1st protfolio rebalance recently. Thanks for making investment simple and pls do continue you service
Good to see your video after a long time. Take care of your health.
1) Sir in the recent months smallcap funds have rallied well, too much noise and euphoria in smallcap space but i stuck to your advise . invested in Nifty next 50 index fund - choosing passive fund to replace active mid&smallcap
2) After seeing all your videos sir ultimately actively managed aggressive hybrid fund is safe option for core portfolio holding as it has lower risk compared to nifty 50 index and possibly it may beat nifty 50 in long term + nifty next 50 as satellite component instead of midcap & small cap funds ... this is my learning for your channel sir , just 2 funds is enough , we need to de-clutter our portfolio , may be Motilal oswal s&p 500 as third fund , just staying away from all kinds of fancy products
Great video sir........very informative 🙂
Nice to see you back sir ❤
Hi, can you please do a video on how many equity funds are required for adequate diversification?
Pattu ji, can you make a video on Quant Mutual funds and their style of active fund management using VLRT framework and your opinion on the same. Advantages and disadvantages of such funds please
Felt good to see u aftr long time
Should we invest in commodity fund ? If yes what should be best time for investing in commodity, like on dip in commodity prices or when inflation is rising or falling.
Welcome back sir....😊
Hello Pattu! Hope you're doing better now :) Take care, rest well.
Here's my question -- Can you share your views on the 3 readymade smallcase portfolio managed by Basant Maheshwari - BM Nifty Top20, BM Vision 2030 and BM Smallcap.
This could be a proper episode and with time, you could do more of such scheme/funds/portfolio reviews.
Thank you for taking it up. Lots of love and respect for your work!
Really missed your videos Sir
I miss the steel almirah in the background..
Happy to see you sir, i am holding nifty 50 and two aggressive hybrid funds 50:50 last seven years both similar return sir
welcome back
Hello sir
I'm new to Trading and have a UTI mutual fund of my late Father well I'm confused what course of your should I join
Hello sir, Your old videos and all great eye opener in financials, could you pls talk about risk investment’s thr direct stocks, small cap multi baggar🎉
Sir make an exhaustive video on asset allocation.
I want to know about dividend re-investing funds . Want to knwo about double snowball compunding effects.
I have seen some videos reinvvesting dividend has done double snowball . I am not satisfied.
100$ invested in 2000 has gain of 1100$ but thier investing dividend as turned 8000$ thats some massive returns please give some clearity of it.
In growth option units are same and their value increase on its price but in reinvestment option we are given extra units which can play vital role in compunding . Eg 10% increaments 2 times in year is always edge of 1% alpha i.e 21%
Changing background is a good idea Sir!
take care
Sir, You almost forget Tamil videos. Please continue whenever the free time. Thanks for your service
How are you doing Prof.? Long time its been
Jus 1 thing from my end sir - Please Take Care
Hello Sir, nice to see you after long gap. Can you please compair Active MFs Vs smallcase
active MFs! The tax on small case is enough to kill returns
Pattu sir.. your view on NPS tier1 for tax saving+ pension? 80C limit already reached. Pls guide
move to new tax regime
Video after a month🎉. Hope u r doing good, Prof.
Sir, Combination of PPF+Flexicap+N50 for 15 yrs.
Your view
That is one way to do things. Will need a debt fund down the line
Missed you Pattu sir
Pattu Sir, with recent developments it is possible to invest in US Nasdaq/S&P500 from India.INDMoney allows it.
Upto 7 lakh don't attract TCS.Your opinion abiut using this route to passive index investing in US.Pros and Cons
I am not a big fan of this route. I prefer funds like PPFAS Flexicap for this
Sir, thanks for the reply.
I am an existing invester in PPFAS but, with cap by RBI/SEBI, % holding of foreign equities is going down, as these fund have reached the ceiling. Hence for international exposure thinking to further explore. Your thoughts on this?
Why do you want so much international exposure? It can cut both ways
@@pattufreefincal:
Can you please explain in one of the videos? Or if done already please provide the link. Thank you
How are you
Age 30
Term life and mediclaim done
Fr short term i hv rd & fd s
Fr med term ppf and fd s
Fr long term nifty 50 index fund & parag parikh flexi cap with 10% step up(only 2 funds in my portfolio)
Also i hv nps frm central govt
Is my portfolio right or do i need to change any of it
If possible, please reply pattu sir.
It is fine. Keep investing
Remove nifty 50.
Add Large and midcap 250 index fund .
Currently Edelweiss has one..
Or u can invest in Nifty 100
Well done the first steps... Congrats... Keep Investing
Sir please continue regular videos 😊
I making sip in UTI nifty50,
SBI next nifty 50 ,S& P 500 & Nasdaq100,its ok to continue it??
Yes, but you must have conviction in your holdings
@PersonalFinanceCalculators Thank you sir for your reply
Complete 3 year of sip in above Funds
👌👌🙏🙏🙏
Does anyone have collected data with cost of education (say be category of college, possible management fee etc) for planning. I found it very difficult to plan this part of information. A it is difficult to predict what the child is going to do second the cost is not publicly available.
ex. how much does engineering in IIT vs NIT vs otehr university vs deemed universities vs abroad costs. similarly for other streams like CA, ICWA, MBA, MMBS, Arts and sciences cost. If we can create a bank with approx cost will help lot of people.
You will have to talk to parents each year.
Engg in good private engg college in TN costs 15 to 20 lacs for 4 years..
I am a muslim and as per Shariah law we cannot invest in regular debt. Is there any other way to diversify my portfolio? I currently am investing only in 2 shariah complient mutual funds.
Earlier there were arbitrage funds but unfortunately they too hold bonds
Why is debt bad?
Convert to Christianity
Don't invest
You look so tired. Take care